Cool Tools, Modest Moves: 7 Things to Know About Financial Services Cloud Summer 2025
When Salesforce first launched Financial Services Cloud (FSC) in 2016, it gave financial institutions a unified data model that reshaped how they worked with Salesforce. It brought order to what had previously been a patchwork of customizations. Since then, Salesforce hasn’t stopped evolving FSC — and more recently, much of that evolution has been focused […]
Analytics in an Agentic World with Agentforce and Tableau Next
At Dreamforce last year, I was moderating a panel on guided selling with analytics and AI when an audience member asked how I thought Agentforce would impact analytics solutions. My off-the-cuff response was that in terms of analytics, “the questions remain the same, but now we have another mechanism through which we can deliver those […]
Salesforce Connections 2025: A New Chapter for Marketing in the Agentic Era
The energy at Salesforce Connections 2025 in Chicago was undeniable. But beneath the surface of exciting networking among fellow consultants, digital marketers, and AI enthusiasts, a fundamental industry shift was taking place. Connections wasn’t just another conference; it was the formal unveiling of a new paradigm: the agentic era of marketing. The key takeaway is […]
On-Demand Webinar: Reimagining Client Loyalty in Financial Services Through Intelligent Personalization
On-Demand Webinar Reimagining Client Loyalty in Financial Services Through Intelligent Personalization In this on-demand webinar, we explore how leading financial institutions are using real-time data and intelligent automation with Salesforce Marketing Cloud and Agentforce to create highly personalized experiences that build lasting client loyalty. You’ll learn how to deliver the right message, to the right […]
Demystifying Tableau Conference 2025: Answers to Your Biggest Questions from the Keynote
Tableau Conference 2025 just wrapped up in San Diego. For most attendees, it was full of sessions, meetings, new features, and new concepts. One of the primary themes from Tableau Conference was the new role of analysts and the new product, Tableau Next. Odds are that whether you joined online or in person, the one […]
What We’ve Learned About AI Adoption on Our Mission to Drive $1B in Customer ROI
Atrium is dedicated to delivering tangible business benefits for our customers. You’ve probably already seen our 1 Billion Dollar Outcomes Dashboard, which we’re using to track our journey to inventory 1 billion dollars in projected customer ROI by the end of the year. This achievement highlights our commitment to driving AI-based value creation across a […]
On-Demand Webinar: Building a Strong Data Foundation for Success with Salesforce Marketing Cloud
On-Demand Webinar Building a Strong Data Foundation for Success with Salesforce Marketing Cloud Building a strong data foundation is crucial for maximizing your Salesforce Marketing Cloud investment. Join us to learn how to establish a robust data model, exploring implementation options using both Data Cloud and Marketing Cloud’s native tools. We’ll delve into the pros […]
Marketing in the Agent Era: How Agentforce Powers the Customer Journey
Traditionally, most marketers have not had access to the resources or technology to create the granular segments they need to fully execute their marketing vision. With Agentforce and the latest Salesforce Marketing Cloud features — powered by Salesforce Data Cloud — the impossible finally seems possible for marketing teams large and small. Does this sound […]